This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Aug 21, 2023

First registration

Nov 3, 2023

Dual registered

yes, broker-dealer

Other names

Cassie Stancil

IAPD individual key

7806328

• Occurred

  Jul 22, 2026
  Advisor changed firm

  Cassie Marie Stancil left Zoe Financial, Inc. for Morgan Stanley (registered 2026-08-24)

  Form ADVobserved 4 days ago
• Occurred

  Feb 29, 2024
  Advisor changed firm

  Cassie Marie Stancil left Equitable Advisors, Llc for Zoe Financial, Inc. (registered 2025-12-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a0c2ad1-6e52-0cd2-6d75-e2bb63028fac

First observed

Nov 3, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.